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AJ Bell Funds

A range of managed, low-cost, multi-asset funds designed to align with your clients' investment goals and risk appetites.

Give your clients confidence with expertly managed, multi-asset portfolios that match a wide range of risk profiles. With AJ Bell Touch, you get low-cost solutions with outcome-orientated returns built to simplify your advice process.

At a glance

With our Funds, you’re in safe hands. 

Whether your clients are focused on growth, income, or responsible investing, the AJ Bell Funds are built to deliver clear, outcome-focused solutions. Backed by professional management, transparent pricing, and global diversification, each fund is designed to make your clients’ goals more achievable.

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Funds range: Growth, income, or responsible investing – all aligned to meet diverse client objectives.

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Clear, competitive pricing: Fixed OCFs from 0.31%, so clients always know what they’re paying.

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Multi-asset exposure: Access global bond and equity markets.

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Expert oversight: Portfolios managed by our in-house AJ Bell Investments Team using their disciplined, long-term strategic asset allocation.

Full transparency: Simple, clear reporting on portfolios, backed by our focus on choice, cost, and communication.

AJ Bell Funds range

Find the solution that best fits your clients’ investment objective and appetite to risk:

Growth solutions

VT AJ Bell Cautious Fund

Click the thumbnail below to open the required document:
 
  

Defaqto_3_110x85Risk_badges_110x85_Synaptic3_110x85 EValue-2_110x85  FinaMetrica-36-48_110x85 OxfordRisk-2-2_110x85   Dynamic-3RT_110x85 

Income and responsible solutions

VT AJ Bell Income

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Defaqto-5_110x85 Risk_badges_110x85_Synaptic5_110x85FinaMetrica-56-68_110x85

Literature library

Below you’ll find all the keys documents you need to support your recommendation:

Portfolio information

Click the thumbnail below to open the required document:

AJBellFunds_adviser_guide AJBellFunds_client_guide IncomeFunds_client_guide RGF_adviser_guide RGF_client_guide Commitment_CC Current_portfolios

Due diligence

Click the thumbnail below to open the required document:

AJBellFunds_adviser_FAQs IncomeFunds_adviser_FAQs AJBellFunds_factsheets AJBellFunds_KIID

AJBellFunds_Target_market_assessment AJBellFunds_Prospectus

Fund updates

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SAA2025

Who are AJ Bell Investments?

AJ Bell Investments offers simple, transparent, and low-cost investment solutions tailored to advisers and their clients. Backed by a team with over 100 years of collective experience across retail, institutional, and adviser-focused investment management, the team combines technical expertise with a deep understanding of adviser businesses. Available through the AJ Bell Touch platform, their simple, transparent and low-cost portfolios are designed to support centralised investment propositions and streamline client outcomes.

AJBT_Ryan_Hughes
Ryan Hughes

Managing Director

AJBT_Richard_SV
Richard Slattery-Vickers

Head of Product

AJBT_James_Flintoft
James Flintoft

Head of Investment Solutions

AJBT_Paul_Angell
Paul Angell

Head of Investment Research

AJBT_Ian_Aylward
Ian Aylward

Head of Investment Partnerships

Interested in using the AJ Bell Funds?

Start a conversion with our Business Development Team to see how our portfolios can work for you and your clients.

The information on this page is intended for professional advisers only.
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